If you don't see the downloads page on MyAccount, you've likely defaulted to a Learn & Support role. Your firm administrator will need to update your role to Employee so you'll have the minimum permissions required. If you're a firm administrator, click here to see how to use role ...
Note: Files uploaded to Desktop (Hosted) or My Documents (Hosted) will only be visible to you. Files uploaded to the I: drive will be visible to all Rightworks users on your account.3. Click the blue up arrow titled Upload at the top of the File Manager interface.4...
I'm not sure, but the only flow I have here is not being able to generate an automatic editable Organizers form for my clients. Some of my clients who are not tax savy has to download and manually put in the info. It would have been better if it allows us to directly input datas ...
Quick access to Lacerte My Account Account N/A Help improve our tools by providing feedback through the survey links in the Lacerte Tools Hub.Stay up to date on what's current! Check out Lacerte Hot Topics and bookmark it using Ctrl+D.You...